| Date | Description |
|---|
| 2024-06-02 |
insert person Jeneane Guthrie |
| 2024-06-02 |
update person_description David Stearns => David Stearns |
| 2024-06-02 |
update person_description Derek Illston => Derek Illston |
| 2024-06-02 |
update person_description Frank Beedle => Frank Beedle |
| 2024-06-02 |
update person_description Robin Powell => Robin Powell |
| 2024-06-02 |
update person_description Stephanie Woelfl => Stephanie Woelfl |
| 2024-06-02 |
update person_title David Stearns: President, Investment Advisor Representative; Founder => Founder |
| 2023-09-13 |
insert person Emma Clark |
| 2023-08-11 |
delete person Kathryn Stearns |
| 2023-07-08 |
delete person Logan Seger |
| 2023-07-08 |
insert person Kathryn Stearns |
| 2023-04-29 |
update person_title Derek Illston: Client Service Administrator => Operations Manager, Financial Service Representative |
| 2023-02-25 |
insert person Derek Illston |
| 2023-02-25 |
insert person Emma Payne |
| 2023-02-25 |
insert person Logan Seger |
| 2022-12-24 |
delete person Joel Fernando |
| 2022-10-21 |
insert person Stephanie Woelfl |
| 2022-07-19 |
delete person Ellie Murray |
| 2022-04-16 |
update person_title Joel Fernando: Client Services Representative => Investment Advisor; Representative |
| 2022-02-08 |
delete person Robin Kiefer |
| 2022-02-08 |
insert person Robin Powell |
| 2021-09-05 |
delete person Kim McClain |
| 2021-09-05 |
insert person Joel Fernando |
| 2020-10-12 |
update person_title Frank Beedle: Director of Client Services - Medicare and Social Security Specialist => Partner, Investment Advisor Representative |
| 2020-04-14 |
delete person Carrie Butler |
| 2020-04-14 |
delete person Grace Nowicki |
| 2020-04-14 |
update person_title Kim McClain: Staff Member => Client Services Representative |
| 2020-03-15 |
insert person Carrie Butler |
| 2020-03-15 |
insert person Kim McClain |
| 2019-06-21 |
insert person Robin Kiefer |
| 2019-03-30 |
delete person Victoria Duckworth |
| 2018-05-08 |
insert otherexecutives Frank Beedle |
| 2018-05-08 |
update person_title Frank Beedle: Partner, Investment Advisor Representative => Director of Client Services |
| 2017-09-07 |
update person_title Frank Beedle: Partner, Financial Representative => Partner, Investment Advisor Representative |